At Fund Evaluation Group, we collaborate with our clients to help them fulfill their mission and achieve their investment goals. FEG is an independent, employee-owned, full-service investment advisory firm with over 30-years of stability and growth. We offer in-depth education on current investment strategies and trends, based on sound research principles.


  • Investment advisory services for institutions and financial advisors
  • Over 30 years of professional investment experience
  • Internal research engine powered by tenured investment professionals
  • Approximately $60 billion in assets under advisement1
  • Independent and 100% employee-owned
  • Locations in Cincinnati, Dallas, and Indianapolis


1 As of December 31,2018. Assets under Advisement (AUA) include discretionary and non-discretionary assets of FEG and its affiliated entities. These assets are typically non-discretionary. Some asset values may not be readily available at the most recent quarter-end; therefore, the previous quarter's values were used for this calculation. The values may be higher or lower, depending on the current market conditions. Of the $60.1bn in AUA, FEG's total assets under management (AUM) are $6.3bn, which includes discretionary ($4.9bn) and non-discretionary AUM ($1.4bn).